Maureen Bouchard Email & Phone Number

My goal as Senior Trust Officer is to provide our clients with the information and opportunities which, when coupled together, demonstrate that with 1911 Trust they have competent and ethical professionals who will act with integrity and in their best interests. We meet people where they are at to help them build and sustain a financially healthy lifestyle for themselves and their heirs, whether they are exiting a successful company, career, coming into an inheritance or just starting out and need specific financial guidance. The 1911 Trust Company is a full-service trust company providing comprehensive investment management, tax planning and return filing, and estate planning, also offering household management and bill paying when appropriate. We serve as a Trustee on several of our clients Revocable and Irrevocable Trusts. As a trusted advisor with decades of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future.

Beverly, Ma

Boston

Pipeline Angels, (http://pipelineangels.com), a network of new and seasoned women investors, is changing the face of angel investing and creating capital for women social entrepreneurs. Pipeline Angels holds a signature bootcamp for new investors and a signature pitch summit for startups looking for funding. 180+ women have graduated from our signature angel investing bootcamp, 20+ companies have secured funding from Pipeline Angels, we had our first exit in under five years, and Pipeline Angels have invested over US$1.7M in women-led for-profit social ventures via our signature pitch summit process.

Analysis of current financial health of individuals and families. Recommend strategies to preserve and grow wealth within risk tolerance levels set by client. Series 7 and 63 licensed.

Served in Controller and CFO capacity for this start up wireless credit card authorization company

Served in the Controller capacity reporting directly to CFO and CEO on financial operations of the company. Supported rapid growth of this software company from incorporation through IPO. Responsible for financial statement preparation and presentation to management and VC investors, VC mandated metrics analysis and due diligence process with law firm in preparing the company for a successful IPO.

Kiel, Schleswig-Holstein, Germany

Supporting role as a wife and mother. Learned to love a new language and culture while embracing the opportunity to travel to Amsterdam, Denmark, Cote' d'Azure, Switzerland and London, among others. Role of a lifetime.

Lakeville, Massachusetts, United States

Performed financial analysis on market segments and corporate profitability. Reported to the Controller.

CPA license obtained.